Risk management to challenge investors

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Equity and property markets are continuing to adjust to changing economic drivers, meaning investors must do their research carefully if they are to manage risk, according to Bennelong Funds Management’s boutique managers. Julian Beaumont, portfolio manager at Bennelong Australian Equity Partners (BAEP) said reporting season was largely as expected, but there were signs of challenges

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Paul Cuddy announces retirement Bennelong Australian Equity Partners’

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CEO, Paul Cuddy, has announced his retirement from the business. Paul will retire from the industry to spend more time with his young family and officially departs BAEP at the end of August 2015. He leaves the business in a strong position with over $4.8 billion in funds under management across the team’s three strategies.

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Bennelong appoints new Senior Investment Analyst

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Bennelong Australian Equity Partners (BAEP) has appointed Neale Goldston-Morris to the role of Senior Investment Analyst, responsible for macro-economic, sector and stock analysis. Neale previously worked at Macquarie Securities Group, where he was Director, Head of Equity Strategy from 2004 to 2012. He managed the Equity Strategy Team, responsible for macroeconomic analysis, bottom-up stock analysis

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Lonsec upgrades Bennelong’s ex-20 fund rating to ‘Recommended’

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The Bennelong ex-20 Australian Equities Fund (the Fund) has been awarded a ‘Recommended’ rating by Lonsec, an upgrade from the Fund’s previous ‘Investment Grade’ rating. The Fund is managed by Bennelong Australian Equity Partners (BAEP) and provides investors with access to a unique Australian equities portfolio that invests in companies outside the top 20 ASX

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